MF Gyan
otherHigh risk12 years old

Sundaram Top 100 Series III Direct Plan Growth

A specialised fund. Check the scheme details for what it invests in. From Sundaram Mutual Fund. It's been running since 5 Aug 2014.

Latest price per unit
₹14.7297
▲ 0.03% today
As of 31 Jul 2017 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.20 L
▲ ₹19.5k gain · 19.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹68.4k
Gain / loss+₹8.4k
XIRR (annualised)26.98%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹69.5k
Projected gain*+₹9.5k
*at this fund's historical rate of 26.98% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
19.50%median 4.49% (+15.02%)
Rank #49 of 501Beats 89% of peers
Bumpiness (3Y)
14.91%median 5.00% (+9.92%)
Rank #389 of 501Less risky than 21% of peers
Worst-ever drop
-21.74%median -6.85% (-14.89%)
Rank #80 of 501Less risky than 84% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+11%
2014
+1%
2015
+4%
2016
+25%
2017
Best year
2017 · 24.82%
Worst year
2015 · 0.80%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
14.9%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-21.74%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Sundaram Top 100 Series III Direct Plan Growth against other other funds.

Technical details (for the pros)
CAGR — 1 year19.50%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch13.55%
Volatility — 1 year (annualised)12.20%
Volatility — 3 years (annualised)14.91%
Max drawdown — 1 year-12.13%
Max drawdown — 3 years-21.74%
Sharpe ratio — 1 year (rf=6%)1.03
Sharpe ratio — 3 years (rf=6%)0.47

Fund info

Fund house
Sundaram Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
130346
First price on record
5 Aug 2014 · 732 daily prices

About Sundaram Top 100 Series III Direct Plan Growth

Sundaram Top 100 Series III Direct Plan Growth is a Income offered by Sundaram Mutual Fund under the Direct plan with the Growth option. It has approximately 12 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of Sundaram Top 100 Series III Direct Plan Growth is ₹14.7297 (as of 31 Jul 2017). Historically, it has delivered 19.61% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 14.9% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 21.7%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Sundaram Top 100 Series III Direct Plan Growth?+

The latest NAV of Sundaram Top 100 Series III Direct Plan Growth is ₹14.7297 as of 31 Jul 2017, up 0.03% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Sundaram Top 100 Series III Direct Plan Growth?+

Sundaram Top 100 Series III Direct Plan Growth has delivered 1-year return 19.61%, since-inception CAGR 13.55%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Sundaram Top 100 Series III Direct Plan Growth belong to?+

Sundaram Top 100 Series III Direct Plan Growth is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is Sundaram Top 100 Series III Direct Plan Growth?+

Based on its 3-year annualised volatility of 14.9%, Sundaram Top 100 Series III Direct Plan Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Sundaram Top 100 Series III Direct Plan Growth a direct plan?+

Sundaram Top 100 Series III Direct Plan Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Sundaram Top 100 Series III Direct Plan Growth?+

Sundaram Top 100 Series III Direct Plan Growth has NAV history available from 5 Aug 2014 — approximately 12 years of track record and 732 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.